Telecom Ramblings

Since the end of the first quarter, there have been a few signs of life among relative valuations for competitive network operators.  The chart below, which has been updated for both Q1 and shifts in stock prices since, shows nearly all of the operators tracked seeing higher EV/EBITDA ratios since the start of the year.  But the real wonder is Cogent, which is now [Read more →]

This article was authored by Dylan Bushell-Embling, and was originally posted on telecomasia.net.

Malaysia’s Axiata Group is considering making an offer for Indonesia’s Axis Telecom, and merging the company with its Indonesian subsidiary. [Read more →]

The Canadian carrier MTS has found a buyer for its Allstream network, and it’s not a strategic buyer that won the auction, nor is it any of the familiar private equity guys we’ve seen buying fiber around North America lately.  No, it is the Egyptian tycoon Naguib Sawiris’s Accelero Capital will acquire the business for a price of $520M.   [Read more →]

It’s the endgame for Sprint’s Clearwire campaign, but it’s not over yet. Despite Sprint’s decision to boost its bid from $2.97 to $3.40 in the wake of shareholder protests, the deal’s biggest detractor remains unimpressed. Yep, Crest Financial is still recommending a ‘No’ vote next Friday. [Read more →]

With Memorial Day weekend upon us in the US, the summer is here. Well, I’m not quite back in the US yet – a few more weeks for that. In the meantime, here’s a Friday roundup of network news from around the world this week: [Read more →]

The regional colo and cloud services provider Viawest announced a big expansion project today at the upper end of the Mississippi. They’re building a new Tier IV data center up in the Minneapolis metro area to go with their recent project out in Las Vegas. It’s a new market for Viawest, giving its Western and Texas presence an upper-Midwestern aspect. [Read more →]

Last month, Global Capacity unveiled OneHub, a new streamlined way to reach the access networks, aggregated in the company’s flagship OneMarketplace Network. Owned by Pivotal Group since 2011, Global Capacity has been increasingly active in the interconnection space lately. With us today to tell us what they are up to with OneHub and beyond is Ben Edmond, the company’s Chief Revenue Officer. [Read more →]

Challenging the CDN heirarchy from a new angle, EdgeCast today sharpened its aim at the enterprise acceleration market and unveiled EdgeCast Transact. It’s a dedicated, purpose-built solution aimed at large retailers and the increasingly specialized needs of high volume e-commerce. [Read more →]

We hear about small cell technology a lot these days, but mostly as a future thing that the big wireless carriers hope will save them from the coming data flood. Today’s news of an actual deployment up in Vermont therefore catches my eye. EdgeConneX has been selected by CoverageCo to deploy and manage an initial small cell network throughout the state. [Read more →]

Today marks the 40th birthday of Ethernet, which has come a long way since the napkin on which it was conceived by Bob Metcalfe at Xerox PARC.  Generally when we talk about 40th birthdays, we look back on some ancient, giant piece of antiquated technology and wax on nostalgically about how our phones are a million times more powerful now.  But not Ethernet, which in its latest form is busy taking over yet more of the networking world’s functionality from younger but less capable or less cost effective technologies.   [Read more →]

In the face of shareholder opposition, s this morning delayed the vote on its bid for the half of Clearwire it doesn’t already own in order to raise the bid. The original price of $2.97 had been getting substantial pushback from investors, especially from Crest Financial. The new bid price stands at $3.40, an extra $0.43 per share. [Read more →]

Three interesting stories to look at from the European theatre: an enterprise channel win for euNetworks, another gaming CDN/IP win for Level 3, some more Mediterranean breadth for Interoute, and Rascom goes 100G to Russia. [Read more →]

Over the past twelve months, Pacnet has gone through a lot of changes. In October the company announced a transformation plan that would give the company a new managed-services and datacenter-centric approach and take greater advantage of their connectivity in Mainland China. And indeed they’ve been putting real money to work since then. With us today to tell us where Pacnet is at and what’s on deck is Jim Fagan, the company’s President, Managed Services. [Read more →]

Following my contrarian article last week where I predicted that tw telecom would not only not sell as analysts are predicting but actually buy something, several folks asked me the rather obvious followup of ‘whom’. One regular commenter went so far as to ask if all roads still stop at XO, which of course has been on the receiving end of my M&A speculations multiple times in the past. Not all roads perhaps, but some do so let’s start there. [Read more →]

Let’s start off the week by finishing off last week, with a look five news items from the data center sector: more money for IO and QTS, and customer wins at CoreSite, Cologix, and 365Main. [Read more →]

We have a new job listing this week from the midwestern-based fiber builder Unite Private Networks, giving them two active listings, while MegaPath still has one on the books. [Read more →]

With ITW going on, it’s been a busy week for international telecommunications on the PR front. Here’s a quick roundup of some articles of interest from overseas: [Read more →]

Over the past few days, word has come out that in fact DukeNet does have a book out and may very well become the next metro fiber consolidatee. DukeNet has a deep footprint in the Carolinas with a few thousand towers on-net, with additional regional/metro connectivity stretching to the north, south, and west. It’s one of a dwindling number of mid-sized regional fiber operators still independent,  So who might be the most likely buyers?  Here’s a quick survey: [Read more →]

This article was authored by John C. Tanner, and was originally posted on telecomasia.net.

ITEM: Researchers claim to have developed a model for crunching the Big Data generated from cellular networks without revealing the identities of mobile users. [Read more →]

Speculation on who will step up and buy tw telecom has been spreading, with the latest being a Bloomberg article quoting various analysts bullish about the potential of a deal.  The candidates cast in the role of buyer are TW Cable, Comcast, and CenturyLink, and I agree they are the most likely if one accepts the hypothesis that tw telecom is preparing to sell. But I’m going to go out on a contrarian limb and say that not only will they not sell, this time they’re going to buy. [Read more →]

Here’s a set of quick-takes looking at news from the metro sector this week from Alpheus, DukeNet, Comcast Business, UNSi, MetTel, and Zayo. [Read more →]

As it continues to integrate last year’s acquisitions into its business, Zayo is redefining the possible EBITDA margin potential for the fiber sector.  In today’s quarterly earnings numbers, they saw sequential growth in EBITDA that exceeded that of revenue in gross terms, bringing margins up to 58.1%.  Here’s a quick table of their numbers in context: [Read more →]

Making its 18th acquisition of the recent era, Birch Communications today announced that it has signed an agreement to purchase substantially all of the assets of Lightyear Network Solutions. [Read more →]